Retirement Resource Center

The Retirement Resource Center brings you high-quality education programs by leading experts to help advisors, consumers and employees make informed retirement decisions. As an independent, retirement education resource, we strive to help consumers, employees, public sector retirement systems, advisors and wealth management firms learn how to create retirement security by aggregating and making easily accessible the insights of dozens of today’s leading experts through over 60 live and on-demand webinars. As you visit our site, know that we “hand” select each speaker and topic with you in mind. We personally vet each speaker based on today’s accepted retirement industry practices, so you receive conflict-free information that you can trust. Courses are chosen to support our holistic, PLAN-PROTECT-PROVIDE approach to retirement and income planning. Our courses are also approved for professional development and continuing education credit by most financial and retirement designations, and we are a CFP Board Quality CE Partner. Many of our speakers address both consumers/employees and professionals which creates a common language and understanding between them for more productive retirement counseling. Growing up in a blue-collar family where Dad worked seven days a week and ultimately died in an industrial accident on a Sunday morning, I know the challenges the middle market faces in trying to save enough for retirement. However, savings are only part of a secure retirement; key decisions such as when to retire, when to take Social Security, how to choose Medicare plans, whether or not to work part-time to phase into retirement, how to address medical and long-term care costs, whether or not to use home equity in a retirement income plan, how to take withdrawals from tax-deferred savings to minimize taxes and increase asset longevity, how to create additional lifetime income, etc. all affect how long retirement savings will last and one’s quality of retirement. Bottom line: Our goal is to cost-effectively aggregate the insight and guidance of today's leading experts for you through a portal of live, rebroadcast and on-demand webinars so consumers/employees can become prepared to work with advisors, and advisors can more effectively identify and serve the retirement planning needs of their clients. On behalf of our staff and speakers, we’re glad you found us. Connect with me on Linked In at